Simplify the content to a level which allows decision making by management. We avoid complexity and focus on key messages - the expert did the analysis work. We can focus on the results, the pros and cons and less on the details of the analysis (which is usually creating unnecessary noise). Our experience with multiple clients over the last decade will be of value.
Create a story line, get the message across, make the choices and consequences transparent and target for a decision. We ensure that information is summarised without spending time on information not relevant for making a decision - although we are aware that the process to get there is usually significant in terms of information gathering, syndication and preparation. But we also know that time is rare for management. This is why we anticipate senior management questions as part of the preparation of the presentation.
Don't overload slides but illustrate attractively in line with corporate identity We embed the slide style into the company's master - in addition to the content, this is a key aspect to get the attention and one may argue a bit of arts. Our experience showed that attractive slides fasten the decision process and create higher acceptance.
Syndicate to the extend possible - but don't overdo it. Identify key stakeholders which you need to involve before the presentation is shared. However, we also know that syndication takes significant lead and execution time. We recommend to limit that effort but hear feedback from relevant parties. Our independent role as moderators can help to efficiently syndicate. Include key feedback - account also for views which may contradict your view. Transparency is key and will avoid negative surprises as part of the presentation.
Send a pre-read at least two days in advance. Select the relevant slides and send them in advance. Our experience shows that for key decisions, management makes use of the time and prepares for the official presentation and discussion. This allows to focus on Q&A during the actual presentation.
Anticipate a Q&A and prepare speaker notes Part of the preparation includes the anticipation of questions and answers which may be raised by management. Thinking ahead will help to respond and enable the decision. In addition to the slides, you should prepare speaker notes with additional details.
Perform a rehearsal (if needed) You may want to "outsource" the presentation in case you need a moderator for the presentation. A independent person helps to avoid a bias and to have an additional perspective. However, usually the SME presents to senior management: This may require a rehearsal or at least one or multiple walk throughs. Use the time to be well prepared.
If you want to learn more about management presentations or you need support - even only for refining the slide deck, please reach out to us on sebastian.bodemer@lumova.ch.